Success Stories – Insight in Action

All across the country, hundreds of broker-dealers and thousands of top-performing advisors connect with AllData Advisor for immediate insight into the complete financial lives of their clients. Here are a few of their stories…

Gregory Bone

Gregory Bone is the Director of Technology Training with ProEquities, Inc., a service and growth-oriented broker-dealer for over 1,400 independent registered representatives and financial advisors throughout the United States.

» Download the Story

Fred Buckley, CHFC
$80 Million Assets Under Management

Fred O. Buckley, Buckley Financial Planning, utilizes AllData Advisor to uncover financial opportunities for clients and advance his practice.

» Download the Story

Michael Black, CFP, CDFA
$75 Million Assets Under Management

Michael Black, CFP, CDFA, utilizes AllData Advisor to help current and potential clients see the value of a holistic approach to planning and management.

» Download the Story

David M. Wheat, CFS, CHFC
$49 Million Assets Under Management

David Wheat, founder and President of Axiom Advisors, LLC, drives business growth and has become a trusted advisor, thanks to AllData Advisor.

» Download the Story

Jack C. Harmon II, CFP, CIMA
$275 Million Assets Under Management

Jack C. Harmon II, a Principal at Harmon Financial Advisors, leverages aggregation to better advise dual-income families.

» Download the Story

Gary Vawter, CFP,MS
$60 Million Assets Under Management

Gary Vawter, President and Owner of Vawter Financial has increased his fee income by $20,000 annually with AllData Advisor.

» Download the Story

Craig Klaas, Registered Investment Advisor Associate
$300 Million Assets Under Management

Craig Klaas, an RIA with Klaas Financial, uses account aggregation to ensure clients have the financial resources they need for retirement.

» Download the Story

Chris Brown
$70 Million Assets Under Management

Limited time and the importance of a holistic client view drove Christopher Brown to AllData Advisor Account Aggregation.

» Download the Story

Paul Vladem
$500 Million Assets Under Management

Paul Vladem, an advisor with Investacorp, Inc., leverages aggregation to charge fees on held-away assets.

» Download the Story

Understanding the challenge of managing multifaceted and continuously changing portfolios, a leading investment management firm wanted to provide its high net-worth investors with an account aggregation solution that delivers a convenient, secure and easy-to-use service to access their entire financial portfolio.

» Download the Story